In this episode, our Host, Max Shannon, speaks to Rosemary about her investment criteria, Buffetology, Alpha/Beta/Sharpe/R-squared ratio explanations, and Free Spirit Fund performance and break-down.
*recorded April 2020*
Rosemary, is now a Fund Manager at Downing LLP, but when Rosemary feft the SDL board in April, but continued to run Free Spirit Fund until end of June 2019.
In the 2.5 years since launch achieved top decile performance in the UK All Companies sector coming 16th out of 250 funds with a 31% increase in the unit price.
